This month we unpack diversification. Diversification is a strategy to lower investment risk by spreading money across and within different asset classes, such as shares, bonds and cash. It’s one of the best ways to weather market ups and downs and maintain the potential for growth.
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Newsletter – October 2022
This issue shows the methods used to support returns during periods of market volatility. Using the New Zealand dollar as a ‘shock absorber’.
Newsletter – January 2025
This month we check in on the NZ Economy and the role of GDP as an indicator of growth.
Newsletter – July 2025
This month we outline President Trump’s revised tariffs and trade deals and what this mean for NZ, and global financial markets.
Newsletter – February 2023
This issue covers the devastation caused by Cyclone Gabrielle underscores the importance of geographical diversification.
Newsletter – August 2024
Our theme this month is interest rates. After the highest interest rates since 2008, the Official Cash Rate (OCR) was cut in August, marking the first cut since 2020. In this newsletter we outline what lower interest rates mean for your portfolio.
Newsletter – November 2023
This issue covers our human nature of feeling twice as much pain from an investment loss as we do pleasure from a gain, and while it can be tempting to view our investments daily, the key to long-term investment success is being invested over the longer term.
